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Back台灣攻50%稀土需求自給自足 訂出時間 降低中國斷供風險
台灣攻50%稀土需求自給自足 訂出時間 降低中國斷供風險
Developing
自由时报2 hours agoBusiness2 min readChinaView translation

台灣攻50%稀土需求自給自足 訂出時間 降低中國斷供風險

中國稀土出口管制加劇供應鏈擔憂,工研院計劃建造稀土示範工廠,力求2030年底達到年產500噸規模,滿足台灣50%需求。

Quick Look

工研院院長張培仁表示,為應對中國稀土出口管制引發的供應鏈擔憂,工研院計劃建造稀土示範工廠,預計2028年底完成建設,2030年底達到年產500噸規模,滿足台灣50%需求。

AI-generated summary

Why It Matters

中國實施稀土出口管制,引發全球及台灣對工業供應鏈的擔憂。

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中國的稀土出口管制加劇人們對工業供應鏈的擔憂。(路透)

〔財經頻道/綜合報導〕工研院院長張培仁表示,工研院計劃建造稀土示範工廠,到2030年底達到年產500噸規模,台灣50%需求得以自給自足。張培仁表示,中國的出口管制加劇了人們對工業供應鏈的擔憂。

張培仁近日接受中央社訪問時表示,工研院內有稀土實驗線,計劃進一步在工業區內建置示範工廠,建設預計於2028年底完成,之後將著手完善生產,以達到預期產量。並於2030年底達到年產500噸規模,台灣50%需求得以自給自足。

工研院計劃將工廠選址於工業園區內,以便最終移交給私人公司。張培仁表示,資金需要由國家科技委員會撥款,而包括政府可能為投資者提供的價格擔保在內的商業安排仍在討論中。

張培仁表示,台灣對稀土的需求量相對較小,但這些材料不可或缺。因此,經濟部希望發展國內供應鏈並擴大產能,以解決出口限制的擔憂。

中國的管控措施凸顯了除原料供應之外,還存在著工業設備零件供應方面的風險。

日前媒體也報導,供應鏈消息指出,台積電正向供應商了解,在工廠自動化設備中採用無稀土馬達的可行性,以降低中國限制稀土供應帶來的斷鏈風險。業界人士表示,相關討論仍處於初期階段,尚未大規模導入。

What to Watch

AI outlook — possibilities, not facts

  • 工研院於2028年底完成稀土示範工廠建設

    Likely · Within years

  • 稀土示範工廠於2030年底達到年產500噸規模

    Possible · Within years

Open Questions

  • 示範工廠的確切選址在哪個工業園區?
  • 政府具體將提供多少資金撥款與價格擔保?

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